Insurance Account Manager Trainee: Growth & Training

Marsh McLennan Agency; Clearwater (FL); On-site; USD 40,000 - 56,000; Full time

Benefits offered by this job

Generous time off

Health insurance

401(k)

Professional development

On-site office

Parental leave (6 weeks)

Charitable matching

Stock purchase plan

Job summary

Marsh McLennan Agency in Florida is seeking an Account Manager Trainee to join the AMPD team and help deliver purposeful work and meaningful impact every day.

Learn the workflows of insurance customer service, route policy documents, and develop carrier knowledge to support policy changes, renewals, and certificates. College degree or equivalent experience required; on-site office and professional development opportunities available.

Qualifications

• College degree or equivalent work experience.
• Analytical problem-solving skills and energy to complete assignments via computer work.
• Strong accuracy, attention to detail, and procedural compliance.
• Strong organizational and time-management skills with discipline to stay on task.

Responsibilities

• Learn workflows and best practices in insurance customer service.
• Route policy documents and client notices.
• Develop knowledge of insurance carrier websites and navigate for required information.
• Follow up with carriers for policy changes and cancellations.
• Review renewal policies and endorsements for quality assurance.
• Obtain loss history and issue insurance certificates.
• Participate in professional development trainings.

Skills

Analytical thinking

Attention to detail

Time management

Organizational skills

Education

College degree or equivalent

Tools

MS Word

Outlook

Excel

Job description

Marsh McLennan Agency in Florida is seeking an Account Manager Trainee to join the AMPD team and help deliver purposeful work and meaningful impact every day.

Learn the workflows of insurance customer service, route policy documents, and develop carrier knowledge to support policy changes, renewals, and certificates. College degree or equivalent experience required; on-site office and professional development opportunities available.